TickerTalks
Browse all tickers →
TickerTalks›$CABO
CACABO

Cable One, Inc.

$CABO·$83M·Telecommunications Services·Communication Services
$10.93-13.0%YTD-90.3%1Y-93.5%
Price updated 5h ago·X counts updated 2d ago
CACABO
$CABOCable One, Inc.
$10.93-13.05%313 posts1×
AI analysisFundamentalsVoices on X
Loading…

On X

The complete picture of $CABO on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

313X posts · last 7 days
Sep 12Sep 27
Chatter Meter
1×
QuietNormal · 1×Loud

How loud $CABO's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level, louder than 80% of tracked names.

AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $CABO — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Broken storySelling offAI verdict · as of 2026-09-29

Falling on heavy selling — points lower unless it turns around.

Cable One down 89% YTD with a $700M revolver draw — the small-market broadband thesis has fully snapped.

Cable One (Sparklight) is a small-market broadband and cable operator in the US. The story used to be defensive infrastructure at a premium multiple; that framing snapped and the tape has now cratered.

Why the tape is where it is:

  • The drawdown is severe and total: -89% YTD with the stock at 0.14% of its 52-week range — this is one of the year's worst large-cap performers, and today's -14% move says the selling isn't done.
  • The Q2 print blew up the model: EPS of -$2.04 vs +$0.04 consensus (a -5,260% surprise), revenue -6% YoY — this is a company where the numbers no longer resemble what analysts model, so multiple quarters need to reset before the multiple can.
  • The Sept 22 revolver draw of $700M is defensive, not offensive: pulling from the $1.25B facility on top of existing leverage says management is preserving liquidity ahead of anticipated challenges, not funding growth — that's a risk signal.

The bull path is a Nov 5 print (consensus $4.40, but that number looks stale) that stabilizes cash-flow trajectory and confirms the revolver draw was precautionary. The bear path is another quarter with negative EPS and further leverage stress. What restarts the tape: a specific operational turnaround signal or a strategic combination announcement.

What to watch: Nov 5 Q3 print — the actual consensus figure needs revision after Q2; watch revenue trend, cash-flow trajectory and any strategic-action commentary. A takeover or restructuring is what restarts the tape.

On the calendar: 2026-11-05 — Q3 earnings

large drawdownliquidity signal

Read the AI verdict on $CABO

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
Free, forever. No credit card.

What it does

Plain-English summary of the business — what they sell and how they make money.

U.S. broadband provider delivering high-speed internet, video, and voice services primarily to residential and business customers in secondary markets.

Industry overviewAI analysisGenerated by AI from underlying data

Where Telecommunications Services sits in its cycle right now — and what that implies for $CABO.

Telecommunications Services · Communication Services

No material change from last week — ASTS securities fraud class action adds litigation overhang to the satellite-direct-to-cellular thesis.

What this means for $CABO

Neutral — U.S. broadband provider delivering high-speed internet, video, and voice services primarily to residential and business customers in secondary markets.

Industry benchmark

18-name peer basket
+10.2%YTD
+25.3%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
-0.9How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
5.9%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
26.3%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
-55.5%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
0.2Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
-22.8%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
51.0%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
2.1Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Aug 6, 2026$-2.04$0.04-5260.4%
Q1 2026Apr 30, 2026$6.12$7.77-21.2%
Q4 2025Feb 26, 2026$-1.35$7.60-117.8%
Q3 2025Nov 6, 2025$5.17$9.25-44.1%
Next earningsThu, Nov 5·consensus EPS $4.40

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$353.0M-7.3%50.0%25.8%$6.29$49.8M
Q4 FY25$363.7M-6.1%51.2%26.8%$-1.35$71.6M
Q3 FY25$376.0M-4.5%52.3%26.1%$15.33$-501.3M
Q2 FY25$381.1M-3.4%50.5%26.4%$-77.70$213.3M

Forward consensus

5-year forecast · up to 5 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$1.4B$1.4B – $1.5B-$167.40-$180.62 – -$152.665
FY27$1.5B$1.4B – $1.6B$14.79$13.49 – $15.954
FY28$1.4B$1.3B – $1.6B$19.33$9.59 – $33.343
FY29$1.4B$1.3B – $1.5B$4.32$3.94 – $4.661
FY30$1.4B$1.3B – $1.5B$0.16$0.15 – $0.172

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.3.1×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.0%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.-61.5%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.-84.2%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatTiny float · 4.6M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today22.2% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β0.485-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

No open-market buys or sells in the last 180 days.

+ 10 other (9 awards · 1 inkind) in window

See when $CABO insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
Free, forever. No credit card.

SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

8-KMaterial debt obligationSep 228-K — Item 2.03: Material debt obligation · Item 8.01: Other event
AI summary

Cable One, Inc. (CABO) borrowed $700M under its $1.25B revolving credit facility on September 17-18, 2026, to increase cash on hand and preserve financial flexibility, with optional early repayment ahead of the February 2028 maturity. This creates a new $700M direct financial obligation under the existing Fourth Amended and Restated Credit Agreement. The revolver draw is broadly defensive liquidity management but notable given Cable One's elevated leverage; an already-levered company building a cash cushion warrants monitoring.

3New insider — initial holdingsAug 253
AI summary

Cable One, Inc. (CABO) filed a Form 3 initial beneficial ownership statement for Heather A. McCallion, Chief Operating Officer, as of August 24, 2026, at 210 E. Earll Drive, Phoenix AZ. The filing establishes McCallion's initial equity ownership baseline as a new Section 16 reporting officer. This is a routine administrative filing for a new C-suite appointment at the cable and broadband services provider.

8-KOfficer or director changeAug 148-K — Item 5.02: Officer or director change · Item 7.01: Press release / Reg FD
AI summary

Cable One (CABO) filed an 8-K under Items 5.02, 7.01, and 9.01, disclosing an executive officer or director change and a Regulation FD disclosure effective August 14, 2026. Cable One, headquartered in Phoenix, AZ, provides broadband and cable services primarily to smaller U.S. markets. No specific names or details were available in the excerpt.

8-KPress release / Reg FDJul 98-K — Item 2.02: Earnings release · Item 7.01: Press release / Reg FD
AI summary

Cable One (Spark Light) provided preliminary Q2 2026 financial and operational results, disclosing total revenues in the range of $346-$352 million and net subscriber losses of approximately 16,000-18,000. Gross debt at quarter-end stood at approximately $3.06 billion. The preliminary figures reflect ongoing residential broadband subscriber pressure amid intense competition from fiber and fixed wireless alternatives. A formal Q2 earnings release with full metrics is expected to follow in the coming weeks.

8-KShareholder voteMay 148-K — Item 5.07: Shareholder vote
AI summary

Cable One held its 2026 Annual Meeting on May 14, 2026, electing eight directors to the Board. Vote totals: P. Robert Bartolo (4,574,847 for), Brad D. Brian (4,551,634), James A. Holanda (4,575,246), Deborah J. Kissire (4,553,353), Mary E. Meduski (4,409,549), Sherrese M. Smith (4,559,397), Wallace R. Weitz (4,535,137), and Katharine B. Weymouth (4,436,904). Meduski and Weymouth received notably lower vote totals compared to other nominees, indicating modest but visible shareholder reservations about their re-election. The independent auditor ratification was also approved at the meeting.

8-KPress release / Reg FDMay 88-K — Item 7.01: Press release / Reg FD
AI summary

Cable One's Clearwave Fiber joint venture completed a merger with Point Broadband on May 8, 2026, with Clearwave Fiber surviving as a wholly-owned subsidiary of Point Broadband. Under the transaction structure, Cable One's equity interest in Clearwave Fiber was rolled over into Point Holdings, an indirect parent of the surviving entity, pursuant to a rollover agreement entered at closing. The merger consolidates Clearwave Fiber—a high-growth fiber broadband provider serving underserved markets—within Point Broadband's broader platform. This marks a strategic repositioning of Cable One's fiber asset within a larger broadband infrastructure vehicle.

8-K/AOfficer or director change (amended)Apr 238-K/A — Item 5.02: Officer or director change
+ 17 other (7 13Gs · 3 routine 8-Ks · 2 10-Qs · 2 earnings 8-Ks) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Sparklight® Ranks First in 86 Internet Performance Results, Delivers Speeds 50% Faster Than 5G Home Internet, According to Ookla® Dataglobenewswire.com·19d agoHead to Head Contrast: USA Today (NYSE:TDAY) & Cable One (NYSE:CABO)defenseworld.net·40d agoUnified Communications Platform Helps Businesses Simplify Communications Across Sparklight Service Areasglobenewswire.com·42d agoCable One Strengthens Leadership Team to Support Long-Term Growthbusinesswire.com·47d agoNew Strong Sell Stocks for August 10thzacks.com·51d ago

More in Telecommunications Services

Peers in the same group — one click to compare setups, fundamentals, and chatter.

$ASTS$AD$T$VZ$FNGR$CMCSA$TMUS$IRDM
Voices on X · last 7 days

No standout posts about $CABO on X in the last 7 days.

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

PrivacyTermsSupport